Sym Financial Corporation
Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, NTSI, VOE, GOVT, VTI, and represent 69.14% of SYM FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: DFAI, GOVT, NTSI, NVDA, VOE, AAPL, AMZN, XOM, VTI, NSC.
- Started 111 new stock positions in TEL, EWG, COST, IVE, KLAC, MXI, WEC, PKG, EWQ, DNP.
- Reduced shares in these 10 stocks: AGG (-$7.2M), DOW, SCHD, VIOV, JPST, SCHG, VGT, SCHM, SMH, REET.
- Sold out of its positions in FDIS, FSTA, FNCL, FHLC, FIDU, FTEC, FUTY, ACWX, MUB, HEFA. JMEE, MOAT, SMH, VNQI, VNQ, WTAI.
- SYM FINANCIAL Corp was a net buyer of stock by $31M.
- SYM FINANCIAL Corp has $627M in assets under management (AUM), dropping by 3.49%.
- Central Index Key (CIK): 0000764739
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Portfolio Holdings for SYM FINANCIAL Corp
SYM FINANCIAL Corp holds 262 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 29.5 | $185M | +2% | 6.2M | 29.67 |
|
| Wisdomtree Tr Internationl Efi (NTSI) | 12.7 | $80M | +3% | 2.2M | 36.41 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 12.2 | $76M | +3% | 507k | 150.43 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 10.0 | $63M | +5% | 2.8M | 22.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.8 | $30M | +3% | 112k | 267.51 |
|
| Dow (DOW) | 4.4 | $28M | -12% | 523k | 53.05 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.6 | $16M | 259k | 62.87 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $14M | -33% | 144k | 97.07 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 2.0 | $12M | -6% | 147k | 83.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $8.1M | 111k | 72.64 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.0 | $6.4M | +4% | 56k | 112.63 |
|
| Apple (AAPL) | 0.9 | $5.7M | +29% | 27k | 210.62 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $5.1M | +7% | 5.7k | 905.37 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.7 | $4.2M | 292k | 14.31 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $3.9M | +4% | 103k | 37.49 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.6 | $3.8M | +5% | 37k | 104.64 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.6 | $3.6M | 338k | 10.65 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $3.5M | +12% | 7.8k | 446.97 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $2.8M | 57k | 48.77 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.8M | +1610% | 23k | 123.54 |
|
| Spdr Index Shs Fds Msci Wrld Strgic (QWLD) | 0.4 | $2.7M | 23k | 120.30 |
|
|
| Amazon (AMZN) | 0.3 | $2.2M | +122% | 11k | 193.25 |
|
| Lakeland Financial Corporation (LKFN) | 0.3 | $1.8M | +2% | 29k | 61.52 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.7M | 29k | 60.30 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $1.7M | 15k | 112.40 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.6M | -54% | 20k | 77.76 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | +286% | 14k | 115.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | +114% | 8.4k | 182.16 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $1.5M | -3% | 32k | 47.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | +12% | 2.4k | 544.13 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +16% | 17k | 67.71 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.1M | +52% | 2.3k | 504.25 |
|
| Broadcom (AVGO) | 0.2 | $1.1M | +79% | 700.00 | 1605.74 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.1M | -14% | 1.9k | 576.59 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.0M | +8% | 8.7k | 119.32 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.0M | +37% | 6.4k | 158.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $996k | +45% | 6.8k | 146.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $981k | 4.8k | 202.28 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $859k | +2% | 8.5k | 100.65 |
|
| Norfolk Southern (NSC) | 0.1 | $839k | NEW | 3.9k | 214.69 |
|
| Targa Res Corp (TRGP) | 0.1 | $779k | 6.0k | 128.78 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $723k | +47% | 1.8k | 406.80 |
|
| Booking Holdings (BKNG) | 0.1 | $701k | +88% | 177.00 | 3961.50 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $699k | +4% | 7.7k | 91.15 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $673k | +29% | 3.7k | 182.55 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $658k | -34% | 6.5k | 100.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $622k | 13k | 49.42 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $621k | -54% | 12k | 50.47 |
|
| Home Depot (HD) | 0.1 | $561k | +97% | 1.6k | 344.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $558k | -7% | 10k | 53.53 |
|
| Bank of America Corporation (BAC) | 0.1 | $546k | NEW | 14k | 39.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $535k | +150% | 1.2k | 441.31 |
|
| McDonald's Corporation (MCD) | 0.1 | $520k | 2.0k | 254.87 |
|
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| Applied Materials (AMAT) | 0.1 | $519k | +76% | 2.2k | 235.95 |
|
| Pepsi (PEP) | 0.1 | $516k | +36% | 3.1k | 164.95 |
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| Oracle Corporation (ORCL) | 0.1 | $498k | +10% | 3.5k | 141.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $472k | +23% | 2.2k | 215.01 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $456k | +111% | 2.7k | 170.76 |
|
| Chevron Corporation (CVX) | 0.1 | $448k | +32% | 2.9k | 156.40 |
|
| Valero Energy Corporation (VLO) | 0.1 | $447k | NEW | 2.9k | 156.76 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $436k | NEW | 11k | 39.16 |
|
| Coca-Cola Company (KO) | 0.1 | $430k | 6.8k | 63.65 |
|
|
| Jabil Circuit (JBL) | 0.1 | $427k | +29% | 3.9k | 108.79 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $420k | NEW | 494.00 | 849.99 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $413k | 4.7k | 88.13 |
|
|
| Xcel Energy (XEL) | 0.1 | $411k | NEW | 7.7k | 53.41 |
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| UnitedHealth (UNH) | 0.1 | $404k | +58% | 792.00 | 509.54 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $403k | 18k | 22.18 |
|
|
| At&t (T) | 0.1 | $401k | NEW | 21k | 19.11 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $393k | +13% | 710.00 | 553.32 |
|
| Visa Com Cl A (V) | 0.1 | $392k | +23% | 1.5k | 262.40 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $386k | 4.0k | 97.27 |
|
|
| Wec Energy Group (WEC) | 0.1 | $385k | NEW | 4.9k | 78.46 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $385k | 12k | 32.24 |
|
|
| Altria (MO) | 0.1 | $383k | NEW | 8.4k | 45.55 |
|
| Cigna Corp (CI) | 0.1 | $378k | NEW | 1.1k | 330.57 |
|
| Citigroup Com New (C) | 0.1 | $368k | NEW | 5.8k | 63.46 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $368k | +7% | 4.0k | 92.54 |
|
| Aon Shs Cl A (AON) | 0.1 | $367k | -2% | 1.3k | 293.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $367k | -12% | 766.00 | 479.19 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $364k | -3% | 13k | 28.91 |
|
| Abbvie (ABBV) | 0.1 | $362k | NEW | 2.1k | 171.50 |
|
| Procter & Gamble Company (PG) | 0.1 | $362k | +49% | 2.2k | 164.90 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $343k | 13k | 26.29 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $343k | NEW | 8.3k | 41.53 |
|
| Kla Corp Com New (KLAC) | 0.1 | $343k | NEW | 416.00 | 824.98 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $340k | 2.0k | 168.79 |
|
|
| Walt Disney Company (DIS) | 0.1 | $339k | +27% | 3.4k | 99.29 |
|
| Tesla Motors (TSLA) | 0.1 | $338k | +2% | 1.7k | 197.88 |
|
| salesforce (CRM) | 0.1 | $335k | NEW | 1.3k | 257.10 |
|
| Cisco Systems (CSCO) | 0.1 | $329k | +42% | 6.9k | 47.51 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $329k | NEW | 1.2k | 269.09 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $321k | 600.00 | 535.08 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $316k | 8.0k | 39.72 |
|
|
| Dupont De Nemours (DD) | 0.0 | $300k | NEW | 3.7k | 80.50 |
|
| Target Corporation (TGT) | 0.0 | $298k | NEW | 2.0k | 148.05 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $296k | 10k | 29.44 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $295k | NEW | 940.00 | 313.55 |
|
| International Business Machines (IBM) | 0.0 | $294k | NEW | 1.7k | 172.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $294k | 1.2k | 242.10 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $285k | NEW | 2.7k | 103.93 |
|
| Lam Research Corporation (LRCX) | 0.0 | $278k | NEW | 261.00 | 1064.85 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $274k | NEW | 2.3k | 118.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $274k | +3213% | 1.5k | 183.46 |
|
| Caterpillar (CAT) | 0.0 | $273k | 818.00 | 333.10 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $271k | NEW | 265.00 | 1022.73 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $266k | -5% | 9.9k | 26.91 |
|
| Zimmer Holdings (ZBH) | 0.0 | $265k | +48% | 2.4k | 108.51 |
|
| R1 RCM (RCM) | 0.0 | $264k | NEW | 21k | 12.56 |
|
| Merck & Co (MRK) | 0.0 | $263k | NEW | 2.1k | 123.80 |
|
| Ishares Tr Global Equity (GLOF) | 0.0 | $256k | -4% | 6.0k | 42.38 |
|
| Steel Dynamics (STLD) | 0.0 | $255k | +3% | 2.0k | 129.48 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $255k | +1978% | 3.0k | 83.96 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $254k | NEW | 1.4k | 182.01 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $252k | NEW | 7.8k | 32.24 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $252k | 1.4k | 182.40 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $251k | -10% | 501.00 | 500.17 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $249k | 15k | 16.22 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $245k | NEW | 1.8k | 135.09 |
|
| 3M Company (MMM) | 0.0 | $243k | NEW | 2.4k | 102.19 |
|
| General Motors Company (GM) | 0.0 | $243k | NEW | 5.2k | 46.46 |
|
| BlackRock (BLK) | 0.0 | $242k | -14% | 307.00 | 788.21 |
|
| Lincoln National Corporation (LNC) | 0.0 | $242k | NEW | 7.8k | 31.10 |
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| Citizens Financial (CFG) | 0.0 | $240k | NEW | 6.7k | 36.03 |
|
| Wells Fargo & Company (WFC) | 0.0 | $239k | NEW | 4.0k | 59.39 |
|
| Te Connectivity SHS (TEL) | 0.0 | $238k | NEW | 1.6k | 150.43 |
|
| Progressive Corporation (PGR) | 0.0 | $237k | NEW | 1.1k | 207.71 |
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| Kroger (KR) | 0.0 | $237k | NEW | 4.7k | 49.93 |
|
| Netflix (NFLX) | 0.0 | $234k | -23% | 346.00 | 674.88 |
|
| Packaging Corporation of America (PKG) | 0.0 | $233k | NEW | 1.3k | 182.56 |
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| Wendy's/arby's Group (WEN) | 0.0 | $232k | NEW | 14k | 16.96 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $230k | NEW | 526.00 | 436.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $229k | NEW | 1.3k | 173.81 |
|
| Hexcel Corporation (HXL) | 0.0 | $228k | NEW | 3.7k | 62.45 |
|
| Pfizer (PFE) | 0.0 | $227k | NEW | 8.1k | 27.98 |
|
| Global Payments (GPN) | 0.0 | $227k | NEW | 2.3k | 96.70 |
|
| Micron Technology (MU) | 0.0 | $225k | NEW | 1.7k | 131.53 |
|
| Cme (CME) | 0.0 | $223k | NEW | 1.1k | 196.60 |
|
| Travelers Companies (TRV) | 0.0 | $219k | NEW | 1.1k | 203.34 |
|
| Union Pacific Corporation (UNP) | 0.0 | $218k | NEW | 965.00 | 226.35 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $217k | NEW | 892.00 | 243.00 |
|
| ConocoPhillips (COP) | 0.0 | $217k | NEW | 1.9k | 114.38 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $215k | NEW | 871.00 | 246.33 |
|
| McKesson Corporation (MCK) | 0.0 | $214k | NEW | 366.00 | 584.04 |
|
| AGCO Corporation (AGCO) | 0.0 | $213k | NEW | 2.2k | 97.88 |
|
| Fortinet (FTNT) | 0.0 | $211k | NEW | 3.5k | 60.27 |
|
| Verisign (VRSN) | 0.0 | $211k | NEW | 1.2k | 177.80 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $211k | 1.7k | 120.71 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $207k | NEW | 1.2k | 175.06 |
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| Robert Half International (RHI) | 0.0 | $205k | NEW | 3.2k | 63.98 |
|
| Trimble Navigation (TRMB) | 0.0 | $205k | NEW | 3.7k | 55.92 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $204k | NEW | 1.4k | 142.74 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $203k | NEW | 1.0k | 194.87 |
|
| Corteva (CTVA) | 0.0 | $203k | NEW | 3.8k | 53.94 |
|
| Chubb (CB) | 0.0 | $203k | NEW | 796.00 | 255.08 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $203k | -45% | 2.6k | 77.83 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $203k | 7.6k | 26.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $202k | 1.4k | 145.75 |
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| Ross Stores (ROST) | 0.0 | $201k | NEW | 1.4k | 145.32 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $200k | NEW | 1.4k | 147.45 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $184k | 781.00 | 235.22 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $176k | -20% | 2.7k | 64.25 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $174k | 1.4k | 121.87 |
|
|
| Cnh Indl N V SHS (CNH) | 0.0 | $169k | NEW | 17k | 10.13 |
|
| Barclays Adr (BCS) | 0.0 | $168k | NEW | 16k | 10.71 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $168k | 4.3k | 39.05 |
|
|
| First Tr Specialty Fin & Fin Com Ben Intr (FGB) | 0.0 | $163k | 42k | 3.89 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $156k | 2.9k | 54.08 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $154k | 679.00 | 226.23 |
|
|
| Valley National Ban (VLY) | 0.0 | $149k | NEW | 21k | 6.98 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $140k | NEW | 33k | 4.23 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $138k | 2.0k | 69.36 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $128k | 1.1k | 118.78 |
|
|
| Orange Sponsored Adr (ORAN) | 0.0 | $122k | NEW | 12k | 9.99 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $118k | -31% | 1.2k | 102.72 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $109k | NEW | 10k | 10.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $107k | +32450% | 651.00 | 164.28 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $105k | 2.0k | 52.38 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $103k | +18% | 281.00 | 364.93 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $102k | NEW | 585.00 | 174.47 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $96k | NEW | 16k | 6.10 |
|
| Banco Santander Adr (SAN) | 0.0 | $95k | +78% | 21k | 4.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $93k | -2% | 511.00 | 182.52 |
|
| DNP Select Income Fund (DNP) | 0.0 | $93k | NEW | 11k | 8.22 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $86k | 1.3k | 65.75 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $84k | 1.4k | 61.21 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $78k | 908.00 | 85.66 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $76k | NEW | 12k | 6.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $75k | 676.00 | 110.38 |
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|
| Ishares Msci World Etf (URTH) | 0.0 | $74k | +8% | 503.00 | 147.49 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $73k | 1.2k | 58.85 |
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|
| Gabelli Equity Trust (GAB) | 0.0 | $71k | +2% | 14k | 5.20 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $70k | 703.00 | 99.88 |
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|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | NEW | 25k | 2.73 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $68k | 453.00 | 150.33 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $65k | NEW | 963.00 | 66.98 |
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| Ishares Tr International Sl (ISCF) | 0.0 | $62k | 1.9k | 32.23 |
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|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $61k | NEW | 16k | 3.78 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $59k | NEW | 406.00 | 145.44 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $59k | NEW | 10k | 5.78 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $54k | -5% | 266.00 | 202.89 |
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| Finvolution Group Sponsored Ads (FINV) | 0.0 | $54k | NEW | 11k | 4.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $53k | 178.00 | 296.76 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $52k | NEW | 1.4k | 37.95 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $51k | NEW | 1.2k | 41.53 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $50k | 1.1k | 45.75 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $49k | 1.2k | 41.11 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $47k | 843.00 | 55.28 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $46k | NEW | 1.3k | 35.08 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $45k | 484.00 | 92.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $45k | +37% | 120.00 | 374.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $43k | +10% | 199.00 | 217.85 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $38k | NEW | 1.1k | 35.03 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $37k | 140.00 | 262.19 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $35k | 894.00 | 39.27 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $33k | 250.00 | 132.05 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $33k | -69% | 1.4k | 23.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $32k | +21% | 554.00 | 58.52 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $32k | NEW | 1.1k | 29.57 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $30k | NEW | 690.00 | 44.10 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $30k | +4% | 388.00 | 77.14 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $28k | NEW | 442.00 | 63.54 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $26k | NEW | 334.00 | 78.33 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $26k | 627.00 | 41.51 |
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| Ishares Tr Global Mater Etf (MXI) | 0.0 | $24k | NEW | 287.00 | 84.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $24k | +3% | 227.00 | 106.71 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $24k | NEW | 629.00 | 38.42 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $22k | NEW | 834.00 | 26.56 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $22k | 616.00 | 35.94 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $20k | NEW | 83.00 | 245.52 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $18k | NEW | 492.00 | 35.58 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $17k | 127.00 | 137.26 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $16k | NEW | 123.00 | 127.48 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $15k | 254.00 | 60.08 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $14k | 53.00 | 263.66 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $13k | -85% | 275.00 | 47.45 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $13k | NEW | 137.00 | 93.65 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $12k | NEW | 159.00 | 74.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $11k | -85% | 200.00 | 56.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $11k | +109% | 67.00 | 160.40 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $9.8k | 111.00 | 88.31 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $8.8k | NEW | 252.00 | 34.76 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $4.8k | 45.00 | 107.11 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $4.2k | 120.00 | 34.86 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $4.1k | 81.00 | 51.10 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $3.5k | NEW | 52.00 | 68.23 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $3.3k | NEW | 71.00 | 46.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $2.4k | NEW | 42.00 | 57.62 |
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| Ishares Msci Netherl Etf (EWN) | 0.0 | $2.4k | NEW | 48.00 | 50.23 |
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| Ishares Tr Msci Denmark Etf (EDEN) | 0.0 | $2.4k | NEW | 19.00 | 125.79 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $2.4k | NEW | 77.00 | 30.62 |
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| Ishares Msci Switzerland (EWL) | 0.0 | $2.2k | NEW | 46.00 | 48.22 |
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| Ishares Msci France Etf (EWQ) | 0.0 | $2.2k | NEW | 58.00 | 37.78 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $2.2k | NEW | 52.00 | 41.54 |
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| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $2.1k | NEW | 51.00 | 40.63 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.0k | NEW | 8.00 | 250.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.8k | +740% | 42.00 | 44.00 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.8k | NEW | 8.00 | 229.50 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.8k | 19.00 | 92.21 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $759.000600 | NEW | 57.00 | 13.32 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $623.000300 | NEW | 13.00 | 47.92 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $416.000000 | -92% | 5.00 | 83.20 |
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Past Filings by SYM FINANCIAL Corp
SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017
- SYM FINANCIAL Corp 2024 Q2 filed Aug. 8, 2024
- SYM FINANCIAL Corp 2024 Q1 filed May 6, 2024
- SYM FINANCIAL Corp 2023 Q4 filed Feb. 6, 2024
- SYM FINANCIAL Corp 2023 Q3 filed Oct. 27, 2023
- SYM FINANCIAL Corp 2023 Q2 filed Aug. 2, 2023
- SYM FINANCIAL Corp 2023 Q1 filed May 2, 2023
- SYM FINANCIAL Corp 2022 Q4 filed Jan. 19, 2023
- SYM FINANCIAL Corp 2022 Q3 filed Oct. 28, 2022
- SYM FINANCIAL Corp 2022 Q2 filed July 19, 2022
- SYM FINANCIAL Corp 2022 Q1 filed April 22, 2022
- SYM FINANCIAL Corp 2021 Q4 filed Feb. 3, 2022
- SYM FINANCIAL Corp 2021 Q3 filed Oct. 15, 2021
- SYM FINANCIAL Corp 2021 Q2 filed July 20, 2021
- SYM FINANCIAL Corp 2021 Q1 filed April 19, 2021
- SYM FINANCIAL Corp 2020 Q4 filed Jan. 26, 2021
- SYM FINANCIAL Corp 2020 Q3 filed Oct. 13, 2020